Who We Serve

Our clients expect exceptional service from their wealth managers. These clients are driven and very engaged in their financial planning. They tend to be like ourselves; friendly, ambitious, optimistic and generous people. As clients you want us to bring you financial confidence, simplify your finances, and help you achieve your financial goals; and that is what we are here to do. Executives and retirees alike in Westchester County, Rockland County, Fairfield County, Putnam County and New York City seek out our tax, financial planning and retirement planning services.